Inside this Article

Installing the Zoom pack

Permissioning

Taking Actions in Zoom pack

Functionality for Zoom Chat

Getting Started

Send a Zoom chat to multiple people

Functionality for Zoom meetings

Creating a new meeting via a button

Synchronizing Meetings or Recordings

Advanced Scenarios


Installing the Zoom pack

  • Click the Explore menu in the upper right of Coda and choose Packs

  • Search for Zoom and choose the "Packs" option (not "Packs Tables")

  • Click Sign in to install and sign in using your Zoom account

  • Choose which type of view permissions you'd like your doc to have (see below).

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*Note: you have to add packs on a per doc level


Permissioning

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Syncing in data from Zoom

You and anyone this doc is shared with

Allows you to pull in a table of your Zoom data, or use Zoom column formats in your existing tables.


Nobody

You will not be able to sync in a “My Meetings” or “My Recordings” table, but you can still use the Zoom chat functionality of the Pack and create new meetings.

Taking actions in Zoom chat

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Only you

Only you can take actions in Zoom chat from this doc. Every person will need to use their own Zoom accounts for creating new meetings


Anyone this doc is shared with

Others who have access to this doc can take actions in Zoom chat or create new meetings.


Nobody

Nobody can take action in Zoom chat from this doc.


Functionality for Zoom Chat

Make your life easier by sending Zoom Chat messages right from Coda!

You can use the Zoom pack to send messages directly from your Coda doc with the click of a button. This makes managing tasks and your team even easier. Before you begin, install the Zoom pack to your Coda doc. See above for instructions on how to install it.

Getting Started

Once you've authenticated with the Zoom pack you can send messages directly from inside your doc.

To do so, insert a button in the canvas or within a column (column type 'button'), and select Zoom > Send message to user or Send message to channel as the button type. Then fill out each field in the button configuration.

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To point the button to a Zoom chat channel, choose send message to channel and enter the channel name in the field.

To point to a specific person, you can use their email address directly in the field. If you have a people column in the same table, you can point the field to [Person].[Email] as in the example below.

One thing to note: the message will come from whichever Zoom account is listed in the Account field of the button.

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Tip: you can use the concatenate formula to create messages that leverage other data, such as the name of a project in that row.

Send a Zoom Chat to multiple people

Imagine you have a table that contains a list of tasks. In this table, you have the following columns for each task listed: Task, Assigned, and Due date. We can achieve this with a button press using the Zoom pack and formulas in Coda.

To send a message to all members mentioned in the Assigned column (assuming this is a People column format), we’ll take advantage of the email addresses associated with every Coda profile to send notifications directly to each assignee’s DMs.

To begin, add a new button to the table. Then, click the f button to bypass the formula builder and add your own custom formula like this.row assigned.email. If you opt to copy & paste the formula below, be sure to update inputs like the User's private Slack account authentication key and any column references that don't exactly match up.


Functionality for Zoom Meetings

The Zoom pack supports synchronizing information in your doc about recordings and tables and scheduling meetings via a button or automation. Extended scenarios are also possible with webinars allowing you to retrieve information about your scheduled webinars and the attendees.

Creating a new meeting via a button

To add a Zoom meeting via a button, take the following steps:

  • On a new line on the page, type /button and click “New button.”

  • Under Action select Zoom → CreateMeeting.

  • Pick the account to use for this action. If you've allowed shared accounts to take actions, you'll see shared accounts here. If you've opted to require each doc user to add their own account, you can use "User's Private Account." To add a new account, select "Set up another account."

  • Set the meeting topic and optional fields for start, end, agenda, and password.

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Synchronizing Meetings or Recordings

You can also create a new table that synchronizes all scheduled meetings:

  • On a new line on the page, type /zoom and click Zoom under the heading Pack Tables.

  • Select the type of data you’d like to sync - either MyMeetings or MyRecordings.

  • Click on Choose what to sync and customize your sync settings. You can choose the date range, and sync policies (frequency and size limit).

  • Finally, click on Sync now to kick things off.

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Advanced Scenarios

Advanced scenarios are also possible formulas for Webinars and Meetings. You can retrieve information about Meetings or Webinars given their link or id. Given a webinar instanceId, you can also retrieve information about the attendees (registrants) for the webinar.

See the formulas Zoom::Meeting, Zoom::Webinar and Zoom::WebinarRegistrants for more details.

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